Document Library

Document Name Date Added
4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP 2019-09-05
1/25/18 - Best Practices for Retirement Income Planning 2019-09-05
"Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y 2017-10-02
Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit 2016-04-30
"Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 2016-02-29
Elder Care: Current Marketplace, Trends & Future Demogoraphics 2016-02-04
"Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas 2016-01-08
Attachment #1 to Discounts, Discounts, Discounts!" 2016-01-08
Attachment #2 to "Discounts, Discounts, Discounts!" 2016-01-08
Junior Membership Application Form 2020-09-10
"Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock 2016-01-08
1-23-20 - MEDICARE BASICS - Jae W. Oh, MBA, CFP, CLU, ChFC 2020-02-10
Long Term Care Planning. Speaker: Ashlee Gould, Nationwide 2015-04-24
10-24-19 - IMPACT INVESTING - Gregory Soule, CPA, CISA, CISSP, CFE - Andrews Hooper Pavlik 2019-11-20
Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br 2015-04-24
2019-20 Membership Directory 2019-10-22
Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No 2015-04-24
Impact Investing - Heidi Reijm, Ph.D. 2019-10-03
Membership Application Form 2015-09-18
1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona 2019-09-05
Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility 2015-04-24
2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri 2019-09-05
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney 2015-04-24
2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson 2019-09-05